BRN Discussion Ongoing

Thx, well, its pretty complex isnt it? Guess looking for an easy concise answer isnt working as the situation is too convoluted. Maybe thats why I failed to understand it? With Talga, its pretty simple business structure, however complex in nature of the product. With BRN, it seems both complex in the product and complex in the business structure. The business model has too much exposed complexity to put it in words that a new person can understand. So in order to make progress, I would need to research ~50 hours, reading all kinds of reports (that you dont know beforehand if they are relevant) and then make a mental model. I simply dont have that volume of time available beside job and family.

Judging from the answers of others, I guess coming here for asnwers was the wrong move though.
That’s because they don’t know anything other than BRN gets revenue through selling IP licenses to chipmakers and companies looking to design their own chips at large commercial volume.

And secondly, any products making sales with their Akida IP used to make the product, will receive a small royalty fee for each product sold.

The specifics of the which customers are doing what, how much, and when are all under NDA and aren’t made public.

The only way to get a guide on the revenue side from the above two avenues is by watching Financial Announcements made by the company…

BRN have legal team engaged in tracking their customers products and sales and assume they have ARM as a supporting partner to assist with how best to approach that aspect of their business..

That’s my take.. Don’t think you’ll get anything more specific that that at this point in time…

Cheers
 
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RBA meeting today as well. Will hold things back a little.
If the customers wanted the Akida 2.0 and the company has delivered, it's time they sign on the dotted line or its a fail from me
 
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buena suerte :-)

BOB Bank of Brainchip
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Vladsblood

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This week could be the time Brainchip breaks free from Market sentiment….here’s hoping!!!$$$ Vlad
 
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skutza

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Very interesting that we get an ann and then the massive sell first thing.

Is it just buy the rumor sell the news?

Is it shorters dumping so hold the SP down?

Or is it a panic, manipulators doing what they can to whack the retail into submission?

Whichever the case, there is a clear plan from someone to hold this as low as possible for as long as possible, why?
 
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Sotherbys01

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Holding it down cos its a.........
 

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Damo4

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Very interesting that we get an ann and then the massive sell first thing.

Is it just buy the rumor sell the news?

Is it shorters dumping so hold the SP down?

Or is it a panic, manipulators doing what they can to whack the retail into submission?

Whichever the case, there is a clear plan from someone to hold this as low as possible for as long as possible, why?

Bad market day + people waiting on RBA advice before making decision.
Couple that with the fact they know they can cause fear with just a few pips and down we go.
Hopefully just a final channel to exit short positions and then they'll pull the pin.
Also the expectation for things to skyrocket on positive ANNs means people panic when it doesn't.
Very clever, but should be very illegal.
 
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mrgds

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View attachment 46139

Is this a typo? Is it supposed to refer to "general availability"?
hi @AI_Inquirer
i just sent TD a enquiry regarding this that you have pointed out,

I received a "Instant Automated Reply" which was;

"I am on annual leave and travelling overseas. I am unable to respond to your email at this time.
I am back in the office Monday 16th October"

WTF ...............
thats almost 2 weeks !!!!!
Why has this not been re-directed to the US IR department?
 
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buena suerte :-)

BOB Bank of Brainchip
Very interesting that we get an ann and then the massive sell first thing.

Is it just buy the rumor sell the news?

Is it shorters dumping so hold the SP down?

Or is it a panic, manipulators doing what they can to whack the retail into submission?

Whichever the case, there is a clear plan from someone to hold this as low as possible for as long as possible, why?
Keeping it low for 'Accumulation' a probable? Might see a run up ⬆️ in a few hours!? 🙏
 
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skutza

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Shorters be like.....

1696289906982.png
 
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manny100

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Hi Guys,

I am interested in investing in BRN. I have a computer science background and I understand the Akida technology and implications. Though what I dont understand is how BRN is going to make revenue/profit. I simply cant figure out how this company is supposed to earn money. Yes, I understand that BRN is not selling chips or integrated systems, but rather the Akida design. But I am at a loss how the revenue stream is supposed to work. And thats holding me back right about now. Can you maybe explain in 1 or 2 paragraphs how this is supposed to work? Who are our customers? What exactly are we selling? And how does this scale? Does the profit flow with the number of sold chips that have Akida in them? Does it scale with number of uses? Does it scale with number of licences and the hardware is irrelevant? I dont know, and I would like to understand.

Also, to make it abondendly clear, I am invested in Tesla and Talga at moment, roughly equal parts. I am not really looking forwards to have another investment on the ASX with all its shinanigans. However, I might be looking away from that issue if there is a good enough reason. I was too bliend to see NVIDEA going off before it did. It was quite obvious in hind sight. BRN might be equally obvious but I want to make sure that I cover my bases in terms of company health and economic viability.
In a nutshell AKIDA makes senses smart which is important when you need a real time response, eg EVs and health. Its real time because its a 'one stop shop' chip that does avoids the time consuming and costly journey to the cloud.
Players like NVIDIA cater for clients that do not need real time response eg accounting data. BRN will cater for the real time fast response needs of EV's etc which is where expected growth is expected to be exponential.
NVIDIA and similar players operate in different segments of the industry so ATM are not competitors but rather complement each other.
BRN has 1st mover advantage by a fair way. Plans for GEN 3 are expected to be announced later this year.
 
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Very interesting that we get an ann and then the massive sell first thing.

Is it just buy the rumor sell the news?

Is it shorters dumping so hold the SP down?

Or is it a panic, manipulators doing what they can to whack the retail into submission?

Whichever the case, there is a clear plan from someone to hold this as low as possible for as long as possible, why?
Well I did get jumped on for my thoughts on that..

But if you want plain and simple,

- 100million short positions
- zero announcements yet showing any change to Sean’s investor presentation in relation to product sales and revenue that he said:

“somewhere between now and five years”

- And we can’t tell you anything because it breaches customer confidence..

I’ve heard all the excuses for the above, but the bottom line is that the company valuation always tells the truth until the company’s fundamentals change it..

This edge box can’t be anything to write home about because of it we’re available this year on market, BRNs valuation would be multiples of its current t price, and in any event hasn’t been announced to the market through the proper channels for that reason, in my view.
 
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Damo4

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Well I did get jumped on for my thoughts on that..

But if you want plain and simple,

- 100million short positions
- zero announcements yet showing any change to Sean’s investor presentation in relation to product sales and revenue that he said:

“somewhere between now and five years”

- And we can’t tell you anything because it breaches customer confidence..

I’ve heard all the excuses for the above, but the bottom line is that the company valuation always tells the truth until the company’s fundamentals change it..

This edge box can’t be anything to write home about because of it we’re available this year on market, BRNs valuation would be multiples of its current t price, and in any event hasn’t been announced to the market through the proper channels for that reason, in my view.

Do you update your stock disclosure when you enter/exit BRN?
I've only ever seen held, even after saying you are out.
 
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Do you update your stock disclosure when you enter/exit BRN?
I've only ever seen held, even after saying you are out.
Currently holding 20k in trading acct
 
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Damo4

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Currently holding 20k in trading acct

Sorry mate, I wasn't expecting you to tell us specifics, I was just curious if you update it?
You're one of the only honest ones here, so it wasn't a slight, I'm sure plenty trade or trade+invest and don't say anything.
 
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Diogenese

Top 20
Not sure I looked deep enough. I did do a pass over the web page of course. But its.. hard to distinguish between relevant information and "look how cool we are" type presentations. All companies have these. There are plenty of applications for BRN, but I have yet to see a killer application that isnt possible with a different architecture. Most of what is advertised is general capability of neural networks and not specific to BRN. But again, I think I get the technology side. Say for example the "partnership" with one of the partners is fruitful. Say, for example Intel. What service would intel actually pay? Would it scale with number of chips sold by intel?
Hi Semmel,

Welcome to the BRN discussion. It will make for a change from reindeer politics.

Your timing is impeccable as I doubt the price will ever be this low again.

The BRN business model is licensing the IP for the Akida digital SNN processor IP, in a similar manner to the way ARM licences its RISC-IV processor IP. There is a "sign-on" licence fee of a few million $AU, and royalties are paid on sales.

Akida consists of an array of neuromorphic processing units (NPUs). The NPUs are grouped into nodes (4 NPUs per node). The number of nodes can be chosen depending on the complexity of the intended task from 2 nodes up to 64 nodes. Several Akida chips can be combined for even larger tasks. Akida 2 will come in 3 different classes, E being 2 to 4 nodes, S being up to 8 nodes, and P being up to 64 nodes. The licence fee and royalties will be calculated on the number of nodes chosen.

Renesas has a licence for 2 nodes which will be integrated into a microprocessor, and this is said to be sufficient to perform inference (object classification/identification) at 30 frames per second.

Megachips has a licence for Akida although we have not seen the details we know that they were involved in the development of Akida 1500, which involved the production of the Akida chip by Global Foundries on 22 nm FDSoI (Fully depleted Silicon on Insulator, a very low leakage loss technology.

Akida has been produced by Vorago in radiation hardened format for NASA.

Mercedes used Akida in its EQXX giving the example of the key word spotting being 5 to 10 times more energy efficient than alternatives.

BRN has been working with the lidar manufactures Valeo for some years, and Akida is said to have a sweet spot for lidar.

Akida has also been trialed with Prophesee's DVS (dynamic vision system) event camera performing object classification such as hand gesture recognition, again greatly outperforming the Synsense model.

Akida is processor-agnostic and can be used with any sensor input. It is "programmed" by an associated CPU processor loading model libraries and weights and configured into the appropriate arrangement of layers and nodes, but, once configured, the CPU does not take part in the inference/classification which is all carried out in the Akida silicon without any software being involved. This makes Akida both highly energy efficient and extremely high speed.

Akida also uses N-of-M coding, which is much more efficient than rate coding previously used in NNs. This coding is based on the fact the information is carried in the first spike to arrive from an optical sensor, while rate coding counts the spike frequency to extract the information. BRN purchased Spikenet (Simon Thorpe's spin-off company) which developed N-of-M coding.

This is the patent for the NPU along with my favourite drawing:

US11468299B2




1696290793807.png



Footnote: For those who think @Semmel is a troll or is lazy, I recommend you have a look at the contributions to the Talga threads. Semmel's contributions and depth of analysis are a major cornerstone of the complex discussion of the native title court issues Talga is subjected to.

Trawling through this thread BRN would be a very difficult and inefficient way of gathering information for someone starting from scratch.
 
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Do you update your stock disclosure when you enter/exit BRN?
I've only ever seen held, even after saying you are out.
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